LPYAX Mutual Fund Analysis & Holdings | MarketXLS

LPYAX Mutual Fund

NAV$13.26

AUM$397,017.13

TER0.84%

Holdings18

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LPYAX Mutual Fund

NAV$13.26

BlackRock LifePath Dynamic 2070 Fund Investor Class A Shares

AUM$397,017.13

TER0.84%

Holdings18

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare LPYAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LPYAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LPYAX Mutual Fund Overlap Analysis

LPYAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LPYAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, LPYAX may share significant positions with broad-market funds.

LPYAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LPYAX tax-loss harvesting finds highly correlated but non-identical funds.